Category: Financial Planning

Managing Money in Changing Times

| Financial Planning

You have likely heard the expression, “the more things change, the more they stay the same.” We believe this to be true in the world of finance as well. Of course, there are always idiosyncratic differences with every passing day. The rain today might be a bit heavier than it will be tomorrow. This November ...

Read More

Leading from the Heart

| Financial Planning

Tracy is excited to be back teaching, especially as she knows that it is now more important than ever, to lead from the heart. This is her “ikigai“. Being able to teach and connect with people, while helping them to increase their flow of energy and money, is her strongest passion. She knows all too ...

Read More

Achieving an Empowered Retirement

| Financial Planning

When and how we retire has changed substantially over the years, currently, the goal is all about achieving an empowered retirement. But what does that mean exactly? According to Kamal Basra, co-founder of Sophia Financial Group, it is about having freedom, choices, independence, and more importantly enough income to feel financially secure in your retirement ...

Read More